For Lafayette representatives
Powerful planning tools meet an easy-to-use interface
14-day risk-free trial period
Life Goals
A goal based analysis of your client’s basic needs—One product to solve multiple insurance and investment needs. Includes a digital fact finder for easy data entry.
Qualified Plan Concepts
Show clients how to use 401(k) and IRA distributions for maximum benefit.
Estate Planning Concepts
Designed to simplify complex estate planning topics
Discuss estate planning without being an expert—let the software be the expert.
Ready-2-Retire
Say good-bye to “calculator-thinking” — move the client away from numbers and into lifestyle planning. Developed in conjunction with LIMRA.
Social Security Pro
Social Security answers your clients can understand—Sophisticated calculations behind the scenes, clear results front and center.
Social Security Lead Gen
How do I get more clients? Social Security Lead Gen is your 24/7 prospecting partner. Add it to your other prospecting methods to boost your results.
Cash Flow Decisions
A cash-flow based approach to discuss Social Security maximization, retirement income, life and annuity sales.
Business Succession Concepts
Address business valuation, business continuation and key person planning with interactive, step-by-step animations that help clients understand complex funding solutions.
PlanFacts Basic
BundleProducts Included:
- Life Goals*
- Disability Insurance Lead Gen
- Financial Needs Analysis
PlanFacts Retirement Income
BundleProducts Included:
- Social Security Pro
- Social Security Lead Gen
- Cash Flow Decisions*
- Qualified Plan Concepts
- Estate Planning Concepts
- Retirement Road Map
- Retirement Income Options*
PlanFacts Ultimate
BundleProducts Included:
- Life Goals*
- Disability Insurance Lead Gen
- Financial Needs Analysis
- Social Security Pro
- Social Security Lead Gen
- Cash Flow Decisions*
- Qualified Plan Concepts
- Estate Planning Concepts
- Retirement Road Map
- Retirement Income Options*
- Business Succession Concepts
Contact us
Start a conversation
If you still have questions or want more information about a specific product, send us a message and a member of our team will contact you as soon as possible.